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Higher Ed Boot Camp: Review of New Features
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Higher Ed Boot Camp: Review of New Features

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  • 1. NetCommunity New Feature Review Margo Anderson – Internet Solutions Client Manager Margo Anderson, Client Manager | Page #1 © 2008 Blackbaud THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments. © 2008 Blackbaud
  • 2. Remove distractions from your environment Close mail or other programs you may have opened other than Live Meeting Respond to the polls and questions Raise your hand electronically to ask a question “Netiquette” Margo Anderson, Client Manager | Page #2 © 2008 Blackbaud Raise your hand electronically to ask a question Mute your phone
  • 3. Today’s Session Agenda • Introductions • New Features • Scheduled Emails • Conditional Email Content • Events Calendar Margo Anderson, Client Manager | Page #3 © 2008 Blackbaud • Directory • Content Comparison • User Interface • Common Form • Questions
  • 4. About the Host Margo Anderson Internet Solutions Client Manager • Manager of Blackbaud’s internet solutions service bureau offering (Data Management Services for Internet Solutions) Passionate about online fundraising Margo Anderson, Client Manager | Page #4 © 2008 Blackbaud Passionate about online fundraising and email marketing 5 years of experience working with Blackbaud NetCommunity Loves the outdoors!
  • 5. Scheduled Emails Margo Anderson, Client Manager | Page #5 © 2008 Blackbaud
  • 6. Scheduled Emails Ability to send out emails on a recurring basis to email lists Email lists can be based on: • Raiser’s Edge constituents (ie. dynamic/static queries) Margo Anderson, Client Manager | Page #6 © 2008 Blackbaud • Raiser’s Edge constituents (ie. dynamic/static queries) • NetCommunity Users • Imported Lists • User defined lists
  • 7. Scheduled Emails: How To... Create your email list in BBNC (Constituent, NetCommunity Users, Imported List, etc.) Create an email template (tip: use merge fields to personalize!) Margo Anderson, Client Manager | Page #7 © 2008 Blackbaud
  • 8. Scheduled Emails: How To... Create your scheduled email! Margo Anderson, Client Manager | Page #8 © 2008 Blackbaud
  • 9. Scheduled Emails: Tips Base your scheduled email on a dynamic query in The Raiser’s Edge Use this feature to recognize dates like birthdays or anniversaries (like the anniversary of their first gift) Margo Anderson, Client Manager | Page #9 © 2008 Blackbaud anniversaries (like the anniversary of their first gift) Turn your scheduled email into a marketing strategy: • Send out a “welcome” when a user first signs up • Follow up after 1 week asking them to complete a full profile • Follow up after 2 weeks sharing more info about the annual campaign • Follow up after 3 weeks asking for an online donation
  • 10. Conditional Content Margo Anderson, Client Manager | Page #10 © 2008 Blackbaud
  • 11. Conditional Content Ability to customize content (message/images/link s, etc.) in an email message, for a query or email list. Margo Anderson, Client Manager | Page #11 © 2008 Blackbaud or email list. Can be used in messages, templates, newsletters, etc.
  • 12. Conditional Content: How To... In the email editor click the “Insert Conditional Content” button Name your conditional block Add one/many conditions to Margo Anderson, Client Manager | Page #12 © 2008 Blackbaud Add one/many conditions to your condition block (below) – click “Add Condition” (note: there is a default condition if no other condition can be met)
  • 13. Conditional Content: How To... Create your condition type (Raiser’s Edge query or BBNC list) and content Margo Anderson, Client Manager | Page #13 © 2008 Blackbaud
  • 14. Conditional Content: How To... Your condition block will end up looking like this: Margo Anderson, Client Manager | Page #14 © 2008 Blackbaud Order conditional statements using the blue arrows. Note: only one piece of conditional content will display.
  • 15. Conditional Content: How To... Once you send, you can view results for each condition: Margo Anderson, Client Manager | Page #15 © 2008 Blackbaud
  • 16. 1. Goal: Better engage constituents and build relationship 2. Create RE Queries on Message Segments (Alumn, Faculty Member, Board Members) 3. (Optional: Create BBNC Email Lists related to each RE Conditional Content – Example: Welcome Margo Anderson, Client Manager | Page #16 © 2008 Blackbaud Query) 4. Create Welcome Message Content for each segment 5. Create Email Message 6. Setup Conditional Content for each segment.
  • 17. Conditional Content – Example: Welcome Margo Anderson, Client Manager | Page #17 © 2008 Blackbaud
  • 18. Directory Margo Anderson, Client Manager | Page #18 © 2008 Blackbaud
  • 19. Directory Update With the Directory part, you can publish directories that pull information from queries in The Raiser’sEdge. For example, a query can include alumni who graduated in a specific year. In version 6.15, users can now click a column heading in the directory results to sort the information in ascending or descending alphabetical order. To view all directory results, users can click Expand All. Margo Anderson, Client Manager | Page #19 © 2008 Blackbaud
  • 20. Event Calendar Margo Anderson, Client Manager | Page #20 © 2008 Blackbaud
  • 21. Event Calendar Update Event Calendar You can now Import Multiple Events to add multiple events to the calendar at once. On the Select import file screen, in the File field, users browse to a *.csv file that contains header columns and the Margo Anderson, Client Manager | Page #21 © 2008 Blackbaud browse to a *.csv file that contains header columns and the values to import. Only the Start Date, End Date, and Event Title fields are required.
  • 22. Event Calendar Update Event Calendar Group For each calendar you include in the group or highlights, you can select color and icons for the events in the group Margo Anderson, Client Manager | Page #22 © 2008 Blackbaud
  • 23. Content Comparison (an oldie, but a goodie) With the Content Comparison part, you can measure the effectiveness of different appeals to your website users. How to… • Create up to 6 Formatted Text and Images parts to promote an event . • Create the Content Comparison part and add the parts and select a Margo Anderson, Client Manager | Page #23 © 2008 Blackbaud • Create the Content Comparison part and add the parts and select a target page, such as a page with an event registration form. • Place the Content Comparison part on a page. • It randomly displays the Formatted Text and Images parts to website users and tracks the click-through rate to the target page. • The comparison continues until enough users click through to the target page for the Content Comparison part to achieve statistical significance.
  • 24. Margo Anderson, Client Manager | Page #24 © 2008 Blackbaud
  • 25. Common Form Demonstration Margo Anderson, Client Manager | Page #25 © 2008 Blackbaud
  • 26. A Word From Our Sponsor DMS for Internet Solutions allows nonprofits with our Internet products to offload recurring, ongoing functions associated with web/email management and day-to-day operations. Data Services Email Management • Assistance in processing Blackbaud NetCommunity transactions within The Raiser’s Edge. • Configuring The Raiser’s Edge to support new Blackbaud NetCommunity parts • Reporting and List Generation Services • Segmentation and list preparation • Split testing • Copy editing (including conditional email content) • Email template development • Email testing Margo Anderson, Client Manager | Page #26 © 2008 Blackbaud • Reporting and List Generation Services • Email testing • Opt-out and Bounce management Content Management Online Strategic Oversight • Copy editing • Create new pages and templates • Configure and style Blackbaud NetCommunity parts • Maintain and update information architecture • Refresh content and images (i.e., replace expired content) • Share Blackbaud NetCommunity best practices in relation to the organization’s audience and organizational priorities • Provide quarterly updates of internet trends and evolving technologies that impact the organization’s business objectives • Maintain web presence on the leading-edge of solution functionality • Distribute monthly analytics reports of relevant web and email metrics